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Pinnacle West Capital

492 hedge funds and large institutions have $7.14B invested in Pinnacle West Capital in 2022 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 180 increasing their positions, 145 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $14.9M | Put options by funds: $10.1M

38% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 50

24% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 145

2% more funds holding

Funds holding: 482492 (+10)

1.66% more ownership

Funds ownership: 84.92%86.58% (+1.7%)

5% less capital invested

Capital invested by funds: $7.48B → $7.14B (-$340M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
492
Holders Change
+10
Holders Change %
+2.07%
% of All Funds
8.29%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
69
Increased
180
Reduced
145
Closed
50
Calls
$14.9M
Puts
$10.1M
Net Calls
+$4.76M
Net Calls Change
+$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HCP
476
Hexagon Capital Partners
Arkansas
$2K +$1.87K +25 New
VWM
477
Valley Wealth Managers
New Jersey
$2K +$1.94K +26 New
TAM
478
Tucker Asset Management
Colorado
$1.1K
CAL
479
Capital Advisors Ltd
Ohio
$1K
SC
480
Sierra Capital
Florida
$1K
TFA
481
Transamerica Financial Advisors
Florida
$1K +$75 +1 New
DI
482
Disciplined Investments
Oklahoma
$1K +$374 +5 +36%
LFG
483
Larson Financial Group
Missouri
$1K +$823 +11 New
TFGT
484
TS Financial Group (TSFG)
Illinois
$1K +$897 +12 New
AW
485
Avion Wealth
Texas
$1K +$1.2K +16 New
CHA
486
Carmichael Hill & Associates
Maryland
$1K +$1.5K +20 New
CA
487
Clearstead Advisors
Ohio
$1K +$1.5K +20 New
BRWM
488
B. Riley Wealth Management
Tennessee
$335 -$1.72K -23 -0.5%
WA
489
WestEnd Advisors
North Carolina
$73 +$75 +1 New
AIP
490
Atlas Infrastructure Partners
United Kingdom
-$113M -1,405,594 Closed
ACG
491
Aventail Capital Group
New York
-$12.7M -162,672 Closed
Squarepoint
492
Squarepoint
New York
-$5.9M -75,590 Closed
CIAS
493
CFS Investment Advisory Services
New Jersey
-$1K -48,110 Closed
MSL
494
Mackay Shields LLC
New York
-$1.24M -15,858 Closed
DIM
495
DC Investments Management
Virginia
-$1.14M -14,626 Closed
OSIA
496
O'Shares Investment Advisers
Massachusetts
-$931K -11,926 Closed
SCM
497
Stevens Capital Management
Pennsylvania
-$915K -11,718 Closed
AA
498
Argent Advisors
Louisiana
-$688K -8,808 Closed
BCM
499
Bayesian Capital Management
New York
-$663K -8,491 Closed
VFA
500
Voya Financial Advisors
Connecticut
-$612K -7,878 Closed

PNW Hedge Fund Activity: Q2 2022 in Review

492 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q2 2022, worth a combined $7.14B — down 4.5% from $7.48B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new PNW positions and 50 closed out — a net gain of 19 holders — while 180 added to existing stakes and 145 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $74M. The largest seller was Atlas Infrastructure Partners, exiting entirely with an estimated $113M sold.

  • 492 institutional investors held Pinnacle West Capital (PNW) as of Q2 2022, up from 482 in Q1 2022.
  • Funds reported $7.14B of Pinnacle West Capital stock for Q2 2022, down 4.5% quarter-over-quarter.
  • 69 funds opened new Pinnacle West Capital positions in Q2 2022 and 50 closed out, a net change of +19 holders.
  • The largest Pinnacle West Capital buyer in Q2 2022 was Envestnet Asset Management, an estimated $74M added.
  • The largest Pinnacle West Capital seller in Q2 2022 was Atlas Infrastructure Partners, an estimated $113M sold.

Based on aggregated 13F filings for Q2 2022.